Connecting To The Adapter

If you do not have a connection for the Adapter for Dynamics 365 and CRM, add a new connection for it. After you have added the connection, check the Adapter Settings dialog for more options.

Note: For a tutorial on creating connections, see the Creating Connections video.

To Create A Connection To The Adapter In The Workbench

Open the Workbench.
Click View > Connections. The Connection Manager appears.
Click New. The Add a Connection dialog box appears.
Expand the Adapters node to show the adapters.
Select the appropriate adapter for your version of Dynamics 365, one of:
- Microsoft Dynamics 365
- Microsoft Dynamics CRM 4.x
Click OK. You are prompted for connection settings in the Login dialog.
The connection settings that you use are determined by which version of Dynamics 365 you are using. See the Connection Settings table for details.
For information about creating connections, see the Using The Connection Manager in the TIBCO Scribe® Insight Help.
Click OK. The connection is established and you return to the Add a Connection dialog box.
Click Cancel. You return to the Connection Manager dialog box.
Click Close. You return to the Workbench window.

Connection Settings

The connection settings for the Dynamics 365 adapter differ, depending on whether you are connecting from:

The Workbench or Application Publishers in the Console
Monitors, Query Publishers, or Data Views in the Console

Note: You cannot use the Adapter for Dynamics 365 and CRM to connect to Microsoft Dynamics CRM 4.x. To connect to Microsoft Dynamics CRM 4.x use the Adapter for Dynamics CRM 4.x

Note: Use of regional discovery services is being retired by Microsoft in the very near future. This means that the Online Deployment option will no longer work. In addition, Microsoft has announced that it will retire the use of Office 365 credentials in April 2022. See this Microsoft Notification. Best practice is to use Azure AD instead.

Note: Microsoft is deprecating WS-Trust. This means that the Partner-Hosted (IFD) deployment option will no longer work. See this Microsoft Notification. Best practice is to move to the Connection String deployment type before April 2022.

Connection Settings For Workbench Or Application Publishers

When connecting to the Adapter for Dynamics 365 and CRM from Workbench or an application publisher, the following connection settings may display depending on whether you are using the Adapter for Dynamics CRM 4.x or the Adapter for Dynamics 365 and CRM:

Note: If you plan to use the Connection String deployment type, you must remove unnecessary values from fields in the Connection Settings. If you leave values in those fields, they are included in the connection string built by the adapter and could cause your connection to fail.

Note: On-Premise deployments are not supported for the Application Publisher.

Dynamics 365 Or CRM		Dynamics CRM 4.x
Deployment	On-Premise Azure AD Connection String
Authentication	Applies only to Connection String deployments. Authentication types include: AD - Active Directory IFD - Internent Facing Deployment ClientSecret Certificate Office 365	Authentication	Active Directory Windows Live ID (Passport) Web Form (IFD)*
Server URL	Web address (URL) of the Dynamics 365 server. For Azure AD - enter the URL for your Dynamics 365 instance. Example: https://<yourcompany>.crm.dynamics.com The D365 Instance URL is case sensitive when testing the Connection, but not when authenticating. Best practice is to copy the URL from your Dynamics 365 instance and paste it into the Connection For Connection String deployments using AD Authentication - Use either the discovery server URL with the Skip Discovery check box disabled or the organization server URL with the Skip Discovery check box enabled.	Server URL	Web address (URL) of the Dynamics CRM 4.x server. For example: `http://mycrmserver` Dynamics CRM 4.xwith Microsoft 365: `https://disco.crm.dynamics.com` This URL may differ for non-US/North American users.
Organization	Dynamics 365 friendly organization name. The case-sensitive Organization name that appears in the upper right corner of Dynamics 365.	Organization	Dynamics CRM unique organization name (case sensitive ). Where can I find my organization name?
User	Valid user ID, usually an email address. For Connection String deployments using AD Authentication - The user must be a member of the CRM active directory PrivUserGroup group. For Connection String deployments using Office 365 Authentication - A valid Windows Live ID or Office 365 user ID and password.	User	Valid user ID, usually an email address. For Active Directory, the user must be a member of the CRM active directory PrivUserGroup group.
Password	Password for user ID (case sensitive).
Client ID	Applies to: Azure AD deployments Connection String deployments using ClientSecret or Certificate authentication Enter the Client ID, also known as the Application ID, generated when you registered the Azure Active Directory (AAD) App.
Client Secret	Applies to: Azure AD deployments Connection String deployments using ClientSecret or Certificate authentication Enter the Client Secret generated when you registered the Azure Active Directory (AAD) App.
Domain	Applies only to Connection String deployments using AD or IFD authentication. The server domain is shown as the Domain Login Name on the Microsoft Dynamics 365 User information page. For example, TITAN\Administrator.	Domain	Server domain (not used with Windows Live ID). To find your server domain,click Settings, click Users, and then select the user whose domain you want to find.
Home Realm URL	Applies only to Connection String deployments using IFD authentication. The URL of your third party authentication server used when IFD is selected as the Authentication type and third party authentication is required.
Skip Discovery	Applies only to Connection String deployments. If enabled, the Connector does not use the Discovery Service. Provide your Organization server URL instead. If disabled, provide the Discovery URL. In some cases these may be the same URL.
Store Name	Applies only to Connection String deployments using Certificate authentication. Enter the name of the certificate store associated with the certificate for your Dynamics 365 installation.
Thumbprint	Applies only to Connection String deployments using Certificate authentication. Enter the thumbprint for the certificate associated with your Dynamics 365 instance.

Connection Settings For Monitors, Query Publishers, Or Data Views

When connecting to the Adapter for Dynamics 365 and CRM while creating a monitor or query publisher, the connection settings displayed are the same as those used for Workbench or Application Publishers. For field level details, see the Connection Settings table in the Connection Settings For Workbench Or Application Publishers section.

Connection String Deployment With IFD authentication Connections

When working with IFD authentication for your connection:

To use Dynamics 365 in a Connection String deployment with IFD, you must create a Dynamics 365 user as the integration user. This must be a different user than the default INTEGRATION user. For IFD, Dynamics 365 does not have access to the Active Directory information required to use the default INTEGRATION User.
To connect using IFD authentication, the services listed below must be configured to run as a domain user with both local admin privileges and an IFD certificate.
- AdminServer
- BridgeServer
- EventManager
- MessageServer
- MonitorServer
IFD certificates apply to individual user accounts. Any account that connects using IFD must have a certificate.